Purchases and Sales Made in Q2 2025 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q2 2025. The information is specifically focused on institutions that hold shares of VANGUARD TOTAL WORLD STK INDEX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
2.18K+ 34.16% |
$225K - $281K
|
8.57K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.15K+ 76.17% |
$222K - $277K
|
4.98K
$695K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.14K+ 8.1% |
$221K - $275K
|
28.5K
$3.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.13K+ 4.48% |
$220K - $274K
|
49.7K
$6.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 4.96% |
$208K - $259K
|
42.7K
$5.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.02KNew |
$208K - $259K
|
2.02K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.99KNew |
$205K - $256K
|
1.99K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
1.97KNew |
$203K - $253K
|
1.97K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.97KNew |
$203K - $253K
|
1.97K
$274K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
1.87KNew |
$193K - $241K
|
1.87K
$261K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.86KNew |
$192K - $240K
|
1.86K
$260K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.84KNew |
$190K - $236K
|
1.84K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.83K+ 1.44% |
$189K - $235K
|
129K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.81K+ 12.55% |
$186K - $232K
|
16.2K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.8K+ 6.07% |
$185K - $231K
|
31.4K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 8.33% |
$183K - $228K
|
23K
$3.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.76KNew |
$182K - $227K
|
1.76K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.75K+ 40.62% |
$181K - $225K
|
6.06K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$180K - $225K
|
1.75K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.74KNew |
$179K - $223K
|
1.74K
$242K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.72KNew |
$177K - $221K
|
1.72K
$240K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.7K+ 11.65% |
$175K - $219K
|
16.3K
$2.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.69KNew |
$175K - $218K
|
1.69K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.69KNew |
$174K - $217K
|
1.69K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$173K - $216K
|
1.68K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
1.68KNew |
$173K - $215K
|
1.68K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.67KNew |
$173K - $215K
|
1.67K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.67K+ 54.15% |
$172K - $215K
|
4.76K
$663K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.62KNew |
$167K - $208K
|
1.62K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.6KNew |
$165K - $206K
|
1.6K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1.58KNew |
$162K - $202K
|
1.58K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.57KNew |
$162K - $201K
|
1.57K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.57KNew |
$161K - $201K
|
1.57K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.56KNew |
$161K - $200K
|
1.56K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.54KNew |
$159K - $198K
|
1.54K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.54K+ 44.09% |
$159K - $198K
|
5.03K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 2.85% |
$148K - $184K
|
51.8K
$7.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.4K+ 2.58% |
$145K - $180K
|
55.7K
$7.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
1.4K+ 16.87% |
$144K - $180K
|
9.7K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.38K+ 10.44% |
$142K - $177K
|
14.5K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.35K+ 17.1% |
$139K - $174K
|
9.26K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.35K+ 3.08% |
$139K - $173K
|
45.2K
$6.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.33K+ 1.35% |
$138K - $171K
|
99.8K
$13.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.32K+ 3.29% |
$136K - $169K
|
41.3K
$5.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.31K+ 26.75% |
$135K - $168K
|
6.21K
$866K
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.3K+ 2.96% |
$134K - $167K
|
45.1K
$6.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.29K+ 3.83% |
$133K - $165K
|
34.9K
$4.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.26K+ 24.96% |
$130K - $161K
|
6.29K
$877K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.15K+ 6.14% |
$118K - $147K
|
19.8K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 43.53% |
$116K - $145K
|
3.71K
$518K
|